Salesforce Inc

Latest Results (20.10.2025):

Salesforce Inc. reported strong financial results for the second quarter of fiscal 2026, ending July 31, 2025. The company exceeded its guidance across all key metrics, demonstrating robust growth in revenue, subscription and support services, and operational margins.

Revenue Growth

Salesforce achieved a second-quarter revenue of $10.2 billion, marking a 10% year-over-year increase and a 9% rise in constant currency. Subscription and support revenue reached $9.7 billion, up 11% year-over-year and 9% in constant currency.

Operating Margins

The company reported a GAAP operating margin of 22.8% and a non-GAAP operating margin of 34.3% for the second quarter. This marks the tenth consecutive quarter of operating margin expansion.

Shareholder Returns

Salesforce returned $2.6 billion to shareholders, including $2.2 billion in share repurchases and $399 million in dividends. Additionally, the company announced a $20 billion increase to its existing share repurchase program, bringing the total authorized repurchase amount to $50 billion.

Guidance and Outlook

For the third quarter of fiscal 2026, Salesforce anticipates revenue between $10.24 billion and $10.29 billion, reflecting an 8% to 9% year-over-year growth. The company also raised its full-year fiscal 2026 revenue guidance to between $41.1 billion and $41.3 billion, projecting an 8.5% to 9% increase year-over-year.

Business Highlights

Salesforce's Data Cloud and AI annual recurring revenue surpassed $1.2 billion, a 120% year-over-year increase. The company closed over 12,500 deals since launching Agentforce, with more than 6,000 being paid. Additionally, existing customer expansions accounted for over 40% of Data Cloud and Agentforce bookings in Q2.